Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,286 | $95,453-15.9% | $112,040-28.3% | $82,448-2.6% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.5%-19.0pp | 68.1%-10.6pp |
| Annual return | 16.73% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,239 | $2,318-46.6% | $2,954-58.1% | $2,551-51.4% |
| Participant deferral / active EE | $4,748 | $4,224+12.4% | $5,098-6.9% | $4,139+14.7% |
| Admin fee / account holder | $1,765 | $9,013-80.4% | $12,098-85.4% | $7,234-75.6% |